Ausperity Private Wealth

10/16/2026

During Cybersecurity Awareness Month, we want to remind you that our team will never ask for your passwords, login credentials, or 2FA codes via text message or email.

If you receive an unexpected message requesting sensitive credentials or urgent account access claiming to be from Ausperity:

→ Avoid clicking links or replying to the message.
→ Contact our office using the primary phone number saved in your records.

A simple step to strengthen your security today is enabling two-factor authentication across all custody portals and financial accounts.

10/13/2026

Alternative assets are part of what Ausperity offers its clients, giving investors access to private markets beyond traditional stocks and bonds.

That can include private real estate, private equity, and private credit, strategies designed to complement public market holdings and add another layer of diversification.

At Ausperity, each opportunity is evaluated within the context of the broader portfolio, including liquidity needs, time horizon, risk, and how the investment fits into the client’s overall wealth strategy.

Interested in learning how alternative investments may fit into your broader portfolio? Start a conversation with Ausperity: ausperityprivatewealth.com/contact

10/12/2026

Age 50 or older with a strong salary? One 401(k) rule changed this year.

Starting in 2026, if you earned more than $150,000 in wages from your employer in 2025, any catch-up contributions to your workplace plan must go in as Roth dollars. You pay tax on that money now, and qualified withdrawals come out tax-free later.

Some people welcome the change. For others, it raises this year's tax bill more than they expected.

Before your final paychecks of the year, check how your plan is handling it and whether your withholding still fits.

10/09/2026

“My experience from the moment I walked in was positive beyond belief! The welcoming atmosphere from my first visit has continued, and the amount of client care is outstanding. My financial advisor is Mike Vanaria, and he and Rory O'Hara treated me like I was their only customer—focusing on my family's particular needs and personal situation with no distractions."

Every family deserves a wealth management team that treats their goals with undivided focus and care. Delivering an exceptional, distraction-free client experience is our highest priority every day.

The above testimonial contains statements and opinions from an actual client of Ausperity Private Wealth. Individuals were not compensated to discuss their experiences or have them shared on this website. Each client's experience will differ, and highlighted clients' experiences may not be indicative of the experiences of other current or future clients. All investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

10/08/2026

Kevin Newbert, CFP®, TPCP®, of Ausperity Private Wealth, recently joined Build It To Sell It: Home Service Secrets with Lance Bachmann to talk about wealth management for business owners.

Kevin shared insights on planning for a future business sale, tax strategy, managing wealth after a liquidity event, and why having a plan in place before an exit can make such a difference.

Check out the episode to hear Kevin’s perspective and practical takeaways for business owners.

Kelly Masaryk sits down with Kevin Newbert, CFP®, TPCP®, of Ausperi...

10/07/2026

We’re proud to see Ausperity Private Wealth’s partnership with Rowan University highlighted by NJBIZ.

Through a $25,000 commitment to establish a scholarship fund, we’re helping support students pursuing careers in financial planning and investing in the next generation of professionals who will guide individuals and families toward better financial futures.

As our Founder and Senior Managing Partner, Rory O’Hara, shared: "Supporting Rowan’s School of Financial Planning is an investment in the students who will carry that responsibility forward."

We’re excited about what’s ahead and grateful for the opportunity to help strengthen the future of our profession.

Read the full NJBIZ feature: https://njbiz.com/rowan-ausperity-financial-planning-scholarship/

10/05/2026

"If you desire a portfolio that is managed by a firm you can trust to grow your investments reliably over time, while maintaining a relationship built on communication and trust, give Ausperity a chance to earn your business." — Rod

We appreciate our clients going out of their way to share their thoughts, and we work hard every day to live up to the trust they place in us. Please visit our Google Business page to see all of our reviews.

The above testimonial contains statements and opinions from an actual client of Ausperity Private Wealth. Individuals were not compensated to discuss their experiences or have them shared on this website. Each client's experience will differ, and highlighted clients' experiences may not be indicative of the experiences of other current or future clients. All investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

10/05/2026

Worried about your next tax bill? In this quick video, I discuss year-end tax strategies to help you increase savings and decrease taxes.

10/02/2026

Open enrollment lands in a busy month, and it feels all too easy to just click “keep my current elections” and move on.

Before you do, take 5 minutes to look at the benefits that can have a bigger financial impact than you might expect:

1. HSA: If you’re choosing a high-deductible health plan, check how much you can contribute and whether an HSA fits into your longer-term savings strategy.
2. Disability insurance: Look at how much of your income your employer’s coverage would replace and whether those benefits would be taxable.
3. ESPP: If you can buy company stock at a discount, have a plan for how much company stock you want to hold.
4. Deferred compensation: If your employer offers it, check the election deadline and understand when you’ll receive the income.
5. Beneficiaries: Open enrollment is also a good reminder to make sure the people listed on your retirement and insurance accounts still reflect your wishes.

The choices you make during open enrollment can affect your taxes, cash flow, investments, and protection well beyond the enrollment window.

If you’d like to look at how your benefits fit with the rest of your financial plan, we can help: ausperityprivatewealth.com/contact

09/30/2026

A day well spent giving back. The Ausperity team joined Cathedral Kitchen in Camden, NJ to help distribute to-go meals and support neighbors facing food insecurity. Grateful for the opportunity to serve our community together!